Apple and Taiwan Semiconductor Manufacturing Just Announced a Cutting-Edge Chip. 1 Stock Offers Far Greater Upside.

Apple and TSMC partnered on the new A20 Pro chip using cutting-edge 2nm technology, but analyst argues TSMC is the better investment. TSMC is positioned to benefit from AI infrastructure buildout with expected 43% revenue growth in 2026, while Apple lags with 15% growth and has fallen behind in AI development. Despite stronger growth prospects, TSMC trades at a lower valuation than Apple, making it the more attractive buy.